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Introduction to Real Estate Fund Management

Course

Online

£ 1,750 + VAT

You can boost your career with this complete course!

  • Type

    Intensive workshop

  • Level

    Advanced

  • Methodology

    Online

  • Duration

    2 Days

We present the course Introduction to Real Estate Fund Management, added to the education catalog in Emagister. This is a course that introduces the fund management process, precisely applicable to real estate funds.

The program reviews the real market and the opportunities available before comparing the risks and the reward of the investment in the underlying asset with the investment in shares of a real estate fund (also known as indirect real estate investment). By ordering a fund, the various available structures and the broadest legal framework for real estate investment activity in the United Kingdom are reviewed. In conclusion, the financial analysis of the fund that reviews the theory of the portfolio model and the performance of the benchmarking are manifested using spreadsheet models.

This training will equip you with the necessary skills to understand the process of creating funds, real estate investment and strategy. You will obtain an appreciation of the investment management at the fund level and you will know the different types of available funds. You will also analyze the risk and profitability of the real estate portfolio, reviewing the reference points available in the United Kingdom and internationally. You will also learn how to manage real estate risk at the portfolio level.

Would you like to know more details about this interesting course? We encourage you to request more information in Emagister.

Important information

Documents

  • Introduction to Real Estate Fund Management.pdf

About this course

•Revise the economics, size and structure of the global real estate market
•Learn how to create fund structures to suit strategy and performance objectives
•Appreciate where all the players fit and their importance over the life-cycle of different types of fund
•Understand the regulatory framework at the global, local and structure level
•Learn about investor objectives, fund mandates and strategic opportunities and limitations in detail
•Learn how to analyse a portfolio of property assets
•Understand various risk reduction techniques
•Learn how to benchmark your fund, reward performance and manage strategy

Real Estate Portfolio and Fund Managers
Real Estate transaction teams working with Portfolio and Fund Managers
Real Estate professionals in relationship and supporting institutional Investors
Research teams designing strategies and Fund products
Real Estate professionals looking to expand their knowledge
Recent Graduates interested in taking the Investment Management Fund path

The CPD accreditation

We received your request and will get back to you with a response as soon as possible.
If you have any further questions, please contact us by email: R.Augustiniene@baufieldtraining.com

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Reviews

Subjects

  • Market
  • Investment
  • Real Estate
  • Financial
  • Rent function Modelling
  • Global Economic Environment
  • Credit Market
  • Financial Services Regulatory framework
  • Fund Management
  • IT
  • Benchmarks UK
  • International available
  • Financial Modelling
  • Revision of risk
  • Metrics calculation
  • Opex
  • Capex
  • Lease structures
  • Management & Stategy
  • Market cycle

Teachers and trainers (1)

Bayfield Training

Bayfield Training

Proviider

Course programme

Day One


The Economics, size and structure of the UK Real Estate market
  • Introduction to the Real Estate Market
  • Investment opportunities and the four-quadrent model
  • Value by geography, sector and structure
  • Manager or Investor

Direct Real Estate Investment
  • Global Economic Environment
  • Occupancy Market cycle
  • Investment cycle: Dev & asset market
  • Credit Market
  • Real Estate cycles: Where are we now?
  • Direct Real Estate total returns


Introduction to Unlisted Real Estate
  • What is unlisted Real Estate and why invest?
  • Size and structure of unlisted markets
  • Products and Investors
  • Direct vs Indirect


Fund Structures – Part 1
  • Financial Services Regulatory framework
  • Types of funds (UK, Luxembourg, Ireland, offshore, open or close-ended, limited life or evergreen, regulated or unregulated)
  • Rationale for choosing a particular type of fund (For example investor type, location and investment powers, asset location, costs)
  • Regulatory implications and requirements, including for cross-border distribution

Regulatory Framework Part 2
  • Strategic considerations for structure: legal, tax, regulatory and commercial
  • Case studies:Unit Trust/Limited Partnership with US feeders, Corporate with Luxembourg SPV’s, Luxembourg RAIF with US feeders
  • Rationale for choosing a particular type of fund (For example investor type, location and investment powers, asset location, costs)
  • Looking Forward: UK and EU horizon, Post Brexit

Conclusions

Day Two
An overview to Listed Real Estate
  • What is listed Real Estate and why invest
  • Size and Structure of listed real estate
  • REITs and access to finance
  • UK Performance vs Global Performance
  • Indirect: UK vs Europe


Real Estate Financial Models
  • Basics of Real Estate Financial Modelling and Revision of risk and return metrics calculation
  • Drivers of a single asset investment model
  • Impact of Opex and Capex considerations

UK Real Estate Rend Considerations
  • Lease structures and terms
  • Examples and differences across UK and Europe
  • Rent function Modelling
  • Impact on the overall Real Estate Model
  • Indexes & Benchmarks UK and International available benchmarks- factsheet

Fund Management & Stategy
  • Bottom Up vs ‘Top Down’ approach to Fund Management
  • Managing Real Estate risk at the portfolio level

Conclusions

Introduction to Real Estate Fund Management

£ 1,750 + VAT